IHE vs CARY

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and Angel Oak Income ETF (CARY, ETF).

IHE vs CARY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHE(ETF)	CARY(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.38%	0.79%
Max Drawdown	39.60%	1.68%
Sharpe Ratio	1.70	1.91
5Y Beta	0.51	0.02
P/E Ratio	92.68	N/A
Forward P/E	15.70	N/A
5Y Dividends CAGR	20.12%	N/A
5Y EPS CAGR	11.36%	N/A
Debt to Equity	84.65%	N/A
P/S Ratio	3.97	N/A
P/B Ratio	4.39	N/A

Net Assets

IHE

$1B

CARY

$1B

Expense Ratio

Winner

IHE

0.38%

CARY

0.79%

Max Drawdown

IHE

39.60%

Winner

CARY

1.68%

Sharpe Ratio

IHE

1.70

Winner

CARY

1.91

5Y Beta

IHE

0.51

Winner

CARY

0.02

P/E Ratio

IHE

92.68

CARY

N/A

Forward P/E

IHE

15.70

CARY

N/A

5Y Dividends CAGR

IHE

20.12%

CARY

N/A

5Y EPS CAGR

IHE

11.36%

CARY

N/A

Debt to Equity

IHE

84.65%

CARY

N/A

P/S Ratio

IHE

3.97

CARY

N/A

P/B Ratio

IHE

4.39

CARY

N/A

IHE vs CARY - Historical Returns

Returns include dividend reinvestment.

Period	IHE	CARY
1 month	-0.41%	+0.55%
3 months	-2.34%	+0.75%
6 months	+16.53%	+2.63%
1 year	+37.75%	+7.14%
5 years(CAGR)	+9.58%	N/A
10 years(CAGR)	+8.35%	N/A
Max(CAGR)	+10.23%	+6.22%

IHE

-0.41%

Winner

CARY

+0.55%

IHE

-2.34%

Winner

CARY

+0.75%

Winner

IHE

+16.53%

CARY

+2.63%

Winner

IHE

+37.75%

CARY

+7.14%

5Y(CAGR)

IHE

+9.58%

CARY

N/A

10Y(CAGR)

IHE

+8.35%

CARY

N/A

Max(CAGR)

Winner

IHE

+10.23%

CARY

+6.22%

IHE vs CARY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IHE	CARY
2026	+3.36%	+1.78%
2025	+31.90%	+7.69%
2024	+6.78%	-0.74%
2023	+1.05%	N/A
2022	-4.09%	N/A
2021	+13.83%	N/A
2020	+13.34%	N/A
2019	+15.22%	N/A
2018	-8.88%	N/A
2017	+8.88%	N/A
2016	-9.62%	N/A
2015	+8.44%	N/A
2014	+30.78%	N/A
2013	+38.26%	N/A
2012	+12.71%	N/A
2011	+19.91%	N/A
2010	+10.99%	N/A
2009	+28.22%	N/A
2008	-13.94%	N/A
2007	+1.86%	N/A
2006	+6.50%	N/A

IHE vs CARY Drawdown Comparison

The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.

The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current IHE drawdown is -4.49%. The current CARY drawdown is -0.04%.

Rank	IHE	CARY
#1	-38.20% May 22, 2007 - Dec 14, 2009	-1.28% Mar 2, 2026 - Mar 27, 2026
#2	-32.21% Jul 16, 2015 - Oct 9, 2020	-1.27% Dec 30, 2024 - Feb 14, 2025
#3	-27.89% Mar 23, 2010 - Sep 20, 2010	-1.15% Apr 3, 2025 - May 30, 2025
#4	-16.88% Jul 7, 2011 - Dec 20, 2011	-0.42% Oct 28, 2025 - Nov 25, 2025
#5	-16.02% Apr 7, 2022 - Feb 5, 2024	-0.29% Jun 30, 2025 - Jul 21, 2025
#6	-15.92% Feb 25, 2025 - Sep 30, 2025	-0.29% Mar 4, 2025 - Apr 1, 2025
#7	-10.43% Mar 4, 2014 - Jun 19, 2014	-0.26% Jan 14, 2026 - Jan 23, 2026
#8	-10.39% Oct 17, 2012 - Feb 1, 2013	-0.26% Nov 28, 2025 - Dec 16, 2025
#9	-9.85% Aug 30, 2024 - Feb 25, 2025	-0.24% Dec 23, 2024 - Dec 30, 2024
#10	-9.73% Dec 27, 2021 - Apr 7, 2022	-0.24% Sep 11, 2025 - Oct 1, 2025
#11	-9.43% Feb 23, 2024 - Jul 16, 2024	-0.19% Feb 14, 2025 - Feb 21, 2025
#12	-8.47% Feb 27, 2026 - Mar 27, 2026	-0.19% Oct 2, 2025 - Oct 14, 2025
#13	-7.82% Jan 25, 2021 - May 20, 2021	-0.17% Jul 22, 2025 - Jul 29, 2025
#14	-7.80% Aug 17, 2021 - Dec 16, 2021	-0.15% May 30, 2025 - Jun 10, 2025
#15	-7.74% Jul 3, 2014 - Sep 3, 2014	-0.14% Apr 1, 2025 - Apr 3, 2025

Correlation

Correlation between IHE and CARY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2006 - 2026)

IHE vs CARY dividend yield comparison.

Year	IHE	CARY
2026	0.33%	1.67%
2025	1.76%	6.13%
2024	1.73%	0.42%
2023	1.39%	0.00%
2022	2.01%	0.00%
2021	1.49%	0.00%
2020	1.19%	0.00%
2019	1.40%	0.00%
2018	1.25%	0.00%
2017	1.36%	0.00%
2016	0.92%	0.00%
2015	1.93%	0.00%
2014	1.20%	0.00%
2013	1.06%	0.00%
2012	1.97%	0.00%
2011	1.18%	0.00%
2010	1.39%	0.00%
2009	1.37%	0.00%
2008	1.64%	0.00%
2007	1.03%	0.00%
2006	0.62%	0.00%